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Our company has decided they want to change the AR Aging Invoice by Invoice Date to Due Date. Is there anything I should be aware of or need to run after I change the option? I would assume there is some utility I need to run that will recalculate the…

An A/R Invoice was created by copying a previous invoice. Only problem it was save with status as Paid. Any fixes?

Hi everyone! I'm taking a Computer Accounting course in our college and we are using Sage 50 the student version. I am currently working on a company that is given here in the book and when I attempt to create an invoice the purchase journal won't show…

Is there a way to generate an accounts receivable report for a time period that includes matters that are closed or inactive?

Hello, My company conducts business in USD and CAD, and we purchase in USD, CAD and EUR. I need customers / supplier invoices to post to each separate account accordingly, E.g.: CAD Client posts to AR CAD, USD Client to USD AR, same with suppliers…

Hi, everyone. I paid money to the supplier for the service. A month later, the vendor was unable to perform the service on this invoice and mailed me a check for the full amount of the invoice. I need to deposit this check into the Funds to Deposit…

Can you tell me how I can get the interest charged on overdue accounts to show up on my customer statements ?

Hi All, May I know is this the limitation in Sage 300 2017 PU6 whereby user unable to import AR Invoice line comments with line break? One of our clients encountered this issue recently. At first, this client was in Sage 300 2017 PU3. Hence, we…

Hi, I have checked the term setup in A/R Setup -> Term. Is there any way to set the term to be based on working days? (E.g 30 working days instead of 30 calendar days?) Thank you.

Hello, I entered a payment to the client's account; there was an overpayment which will all be applied to next month's invoice (and none available for trust). However, I also clicked on the Transfer money button, which i shouldn't have. So now the A…

Please help!!! Very simple VI job has been in use since 2015, maybe earlier. But within the last year, we have had at least 3 incidents, and want to make sure that if user forgets to populate this column of the AR cash receipts excel template, the record…

Hi Everyone, I have a client running on Sage 300 2014 and is facing challenges on AR document numbering. The system's AR Receipt document auto-numbering sometimes skip the sequence by a random number hence distorting the trail. Can anyone assist on…

I have an AR receipt entry with a cc charge that has been settled but the receipt entry will not post. The charge was applied to two invoices. Before the batch was posted, another entry was made to those two invoices with a credit note applied to them…

How do you record a wire transfer from a customer in AR? In AP there is the selection drop down for Wire Transfer, but not in AR. I read if we use ACH/Credit Card, it doesn't post to BR. So do we use Cash and if so, how/where do we enter the long 15 digits…

Is anyone else having problems getting their sales estimates to flow to a sales contract to an invoice? I can go from an estimate to an invoice, no problem .... however to go from an estimate to a sales contract to an invoice it will not post. I can email…

I am trying to adjust a receipt that I made on July 31, 2022. I get a message saying "The transaction cannot be adjusted because the transaction date occurred before the previous fiscal year." Our fiscal year end is June 30th. I KNOW I did not create…

I am trying to make a change to all of our customers and have found the instructions on Sage Knowledge. However, I can't get past the first step because I can't find Utilities Menu under Accounts Receivable. Thank you for your help

I have being playing with the idea of using the pay invoice button on receivables and payables. I don't use Pay Pal and have not heard of Stripe or there other third party supplier that you use and like. Cost of these, I can't seem to find the cost…

Please kindly help us.

When we had Sage installed, all of our customers were imported into the system. When I start to type in the 'Customer No.' field, a drop-down menu appears with predictions of those customers. However, when I add a new customer, I have to click the magnifying…

Has anyone had any issues with being "black listed" by your email provider/server for emailing AR statements, invoices, etc... from the Sage program's email capability? My IT people are concerned because we are one division (using only Sage) of a larger…

I have a client whose Accounts receivable batches have not been posting to GL as there was a post in progress batch. I resolved the batch - closed period but when the next batch is posted, the system is processing all the hanging batches and then throw…

We have a client who wants to make payments electronically and send us a csv file with info concerning the invoices paid. Can such a csv file be imported into TS so we don't have to manually enter each payment?

Hello, Is there a way to link project numbers/names from the Projects module in Sage 50 to customer statements? I code all AR invoices to a project and I would like to be able to add this information to customer statements as we are no longer using…

I have a company ready to move into the new fiscal year however when I check my data integrity my A/R amount and my unpaid invoices/deposits amounts do not match. I have an unpaid invoice for $33.30 (which displays in the unpaid invoices) however it is…